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Step 3: Tax Advisor Connect

uTaxes Account

Connect with Your Tax Advisor The Tax Advisor Connect feature allows you to seamlessly link your account with your trusted tax advisor. You can connect using their email, an advisor code, or by sharing your account invite code. Follow these steps to get connected:

1. Use Advisor Email​

Tap Tax Advisor Connect on the dashboard. Navigate to the Advisor Email tab. Fill in the following details: Full Name: Enter the advisor's full name. Email: Provide the advisor’s email address. Reason (optional): Add additional context if necessary. Tap Submit Application to send the invitation.

2. Use Advisor Code​

Go to the Advisor Code tab. Enter the 8-character invite code provided by your advisor. Tap Connect to establish the link.

3. Share Your Invite Code​

Navigate to the Account Code tab. View your unique invite code displayed on the screen. Tap Copy to copy the code or Save to download it for sharing.

4. Application Status Tracking​

After submitting your application, you can track its status on the Tax Advisor Connect screen: Submitted: Application has been sent successfully. In Progress: Application is being reviewed by your advisor. Completed: Application has been approved or rejected.

With these simple steps, you can efficiently connect with your tax advisor and collaborate securely within the platform.